CARL J SHAPIRO INSTITUTE FOR EDUCATION & RESEARCH AT HARVARD: Form 990, tax year 2009
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- Organization
- CARL J SHAPIRO INSTITUTE FOR EDUCATION & RESEARCH AT HARVARD (EIN 04-3326928)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201131369349304638
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T14:37:30-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edelstein and Company LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 Federal Street 9th Floor | AddressLine1 |
| City | Boston | City |
| State | MA | State |
| ZIP Code | 021101772 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043326928 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Carl J Shapiro Institute for | BusinessNameLine1 |
| Business Name Line2 | Education and Research at Harvard Medica | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CARL | NameControl |
| Phone | 6176670608 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 BROOKLINE AVENUE No E/ES2 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 022155400 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTINE M COUGHLIN | Name |
| Title | ADMINISTRATIVE DIRECTOR | Title |
| Phone | 6176670608 | Phone |
| Date Signed | 2011-05-16 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6172276161 | Phone |
| Date Prepared | 2011-05-16 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CHRISTINE M COUGHLIN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 BROOKLINE AVENUE No E/ES2 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 022155400 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 134800 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | SEE SCHEDULE O | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1996 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF THE CARL J. SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL AND BETH ISRAEL DEACONESS MEDICAL CENTER IS TO SUPPORT, PROMOTE, AND DEVELOP INNOVATIVE PROGRAMS AND MODELS FOR THE DUAL ACTIVITIES OF TEACHING AND RESEARCH AT ACADEMIC MEDICAL CENTERS. THE INSTITUTE WILL PROVIDE INTELLECTUAL LEADERSHIP, STATE-OF-THE-ART FACILITIES, AND FACULTY AND STAFF RESOURCES TO SUPPORT THE EDUCATION AND TRAINING OF MEDICAL STUDENTS, RESIDENTS, AND FELLOWS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1230 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 108180 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 91136 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 19815 | InvestmentIncomePriorYear |
| Investment Income Current Year | 20625 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 127995 | TotalRevenuePriorYear |
| Total Revenue Current Year | 112991 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 110549 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 3450 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1189201 | OtherExpensePriorYear |
| Other Expenses Current Year | 262031 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1299750 | TotalExpensesPriorYear |
| Total Expenses Current Year | 265481 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1171755 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -152490 | RevenuesLessExpensesCY |
| Total Assets BOY | 1973888 | TotalAssetsBOY |
| Total Assets EOY | 1450310 | TotalAssetsEOY |
| Total Liabilities BOY | 472460 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5043 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1501428 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1445267 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF THE CARL J. SHAPIRO INSTITUTE FOR EDUCATION AND RESEARCH AT HARVARD MEDICAL SCHOOL AND BETH ISRAEL DEACONESS MEDICAL CENTER IS TO SUPPORT, PROMOTE, AND DEVELOP INNOVATIVE PROGRAMS AND MODELS FOR THE DUAL ACTIVITIES OF TEACHING AND RESEARCH AT ACADEMIC MEDICAL CENTERS. THE INSTITUTE WILL PROVIDE INTELLECTUAL LEADERSHIP, STATE-OF-THE-ART FACILITIES, AND FACULTY AND STAFF RESOURCES TO SUPPORT THE EDUCATION AND TRAINING OF MEDICAL STUDENTS, RESIDENTS, AND FELLOWS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5582 | Expense |
| Revenue | 33141 | Revenue |
| Description | SIMULATION AND SKILLS CENTER- THE CENTER PROVIDES OPPORTUNITIES FOR TRAINEES TO PRACTICE SKILLS FOR LAPARASCOPIC AND OTHER SURGICAL PROCEDURES. THE CENTER HAS SINCE EXPANDED TO INCORPORATE REALISTIC OPERATING AND INTENSIVE CARE/EMERGENCY ROOMS WHICH ALLOW FOR TEAM TRAINING AND DISCIPLINE-SPECIFIC EDUCATIONAL EXPERIENCES. THE CENTER'S RESOURCES INCLUDE A WIDE RANGE OF TASK TRAINERS AND SIMULATORS, VIDEOCONFERENCE FACILITIES AND DEDICATED FACULTY AND STAFF TO SUPPORT THE EDUCATION OF STUDENTS, TRAINEES, AND PRACTITIONERS IN ALL OF THE HEALTH CARE PROFESSIONS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 142348 | Expense |
| Description | PROFESSIONAL DEVELOPMENT- THE RABKIN FELLOWSHIP IS A ONE YEAR PROGRAM FOR CLINICIAN EDUCATORS THAT ALLOWS PARTICIPANTS TO ENGAGE IN WEEKLY EXPLORATIONS OF KEY TOPICS IN ADULT LEARNING, AND TO UNDERTAKE AN ANALYTIC STUDY OR EDUCATIONAL PROJECT ON AN IMPORTANT ISSUE IN MEDICAL EDUCATION. GRADUATES OF THIS HIGHLY SUCCESSFUL PROGRAM CONTINUE TO CONTRIBUTE TO THE MEDICAL EDUCATION COMMUNITY WHILE FURTHERING THEIR OWN CAREERS AS MEDICAL EDUCATORS. RESOURCE FACULTY PROGRAM- UTILIZING A NEW MODEL FOR FACULTY DEVELOPMENT, THE RESOURCE FACULTY BRINGS ART AND SCIENCE OF ADULT LEARNING TO THEIR COLLEAGUES IN EVERY CLINICAL DEPARTMENT THROUGOUT THE MEDICAL CENTER. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 10310 | Expense |
| Revenue | 57995 | Revenue |
| Description | CONTINUING MEDICAL EDUCATION COURSES- THE INSTITUTE HAS SPONSORED COURSES ON "MAXIMIZING YOUR TEACHING SKILLS: PRINCIPLES OF MEDICAL EDUCATION". THE COURSE IS AN INTRODUCTION TO THE PRINCIPLES OF EFFECTIVE CLINICAL TEACHING FOR ADULT LEARNERS. THROUGH DIDACTIC AND INTERACTIVE SESSIONS, PARTICPANTS LEARN MODELS OF CLINICAL INSTRUCTION AND HOW TO APPLY THESE EFFECTIVE TECHINIQUES TO THEIR OWN TEACHING. THE COUSE WILL ALSO PROVIDE AN EXPLORATION OF CRITICAL THINKING, REFLECTION, ASSESSMENT, AND FEEDBACK. THE INSTITUTE ALSO PROVIDES A COUSE IN 'ESTABLISHING A SIMULATION & SKILLS TRAINING CENTER" THAT HELPS PARTICIPANTS PLAN, IMPLEMENT, AND MANAGE NEW SIMULATION AND SKILLS CENTERS IN THE PARTICIAPNTS RESPECTIVE MEDICAL EDUCATION INSTITUTIONS. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 158240 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 9 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | CHRISTINE COUGHLIN | NamePerson |
| Telephone Number | 6176679120 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 BROOKLINE AVE EAST CAMPUS/ES-20 | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 022155400 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JEFFREY S FLIER MD | ||||||
| CO-CHAIRMAN | 0.50 | X | X | 0 | 554672 | 53180 |
| PAUL F LEVY | ||||||
| CO-CHAIRMAN | 0.50 | X | X | 0 | 0 | 0 |
| CAROL A HUGHES | ||||||
| SECRETARY/CLERK | 0.50 | X | X | 1079 | 85215 | 27259 |
| LEWIS S EDELHEIT PhD | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| JULES DIENSTAG MD | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| CAROL R GOLDBERG | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| MARTHA GRAY PhD | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| JAMES HURST MD | ||||||
| TRUSTEE | 0.50 | X | 0 | 700716 | 50497 | |
| MITCHELL T RABKIN MD | ||||||
| TRUSTEE | 0.50 | X | 0 | 10231 | 2854 | |
| STUART A ROSENBERG MD | ||||||
| TRUSTEE | 0.50 | X | 0 | 737586 | 61042 | |
| MARY ANN STEVENSON MD PHD | ||||||
| TRUSTEE | 0.50 | X | 0 | 582188 | 67250 | |
| VIKAS SUKHATME MD PHD | ||||||
| TRUSTEE | 0.50 | X | 0 | 510657 | 51318 | |
| MARK ZEIDEL MD | ||||||
| TRUSTEE | 0.50 | X | 0 | 685397 | 60271 | |
| STEPHEN H ZINNER MD | ||||||
| TRUSTEE | 0.50 | X | 0 | 0 | 0 | |
| RICHARD M SCHWARTZSTEIN MD | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 5345 | 422224 | 50711 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 6424 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 4288886 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 424382 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1230 | AllOtherContributions |
| Total Contributions | 1230 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PROGRAM FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 91136 | TotalRevenueColumn |
| Related Or Exempt Function Income | 91136 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 91136 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 434 | TotalRevenueColumn |
| Exclusion | $434 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 42000 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 21809 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20191 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20191 | TotalRevenueColumn |
| Exclusion | $20,191 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 112991 | TotalRevenueColumn |
| Related Or Exempt Function Income | 91136 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $20,625 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3450 | Total |
| Program Services | 3450 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5000 | Total |
| Management And General | 5000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 222190 | Total |
| Program Services | 134525 | ProgramServices |
| Management And General | 87665 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1400 | Total |
| Program Services | 1000 | ProgramServices |
| Management And General | 400 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9443 | Total |
| Program Services | 1118 | ProgramServices |
| Management And General | 8325 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1367 | Total |
| Program Services | 1367 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14863 | Total |
| Program Services | 14863 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5796 | Total |
| Management And General | 5796 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUES AND SUBSCRIPTIONS | Description |
| Total | 1972 | Total |
| Program Services | 1917 | ProgramServices |
| Management And General | 55 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 265481 | Total |
| Program Services | 158240 | ProgramServices |
| Management And General | 107241 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 166331 | BOY |
| EOY | 24334 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 418224 | BOY |
| EOY | 106745 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 220045 | BOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35513 | BOY |
| EOY | 3000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 69358 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 54346 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20810 | BOY |
| EOY | 15012 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 485313 | BOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 627652 | BOY |
| EOY | 1083219 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 218000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1973888 | BOY |
| EOY | 1450310 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 472460 | BOY |
| EOY | 5043 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 472460 | BOY |
| EOY | 5043 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -106310 | BOY |
| EOY | -150110 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 709738 | BOY |
| EOY | 697377 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 898000 | BOY |
| EOY | 898000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1501428 | BOY |
| EOY | 1445267 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1973888 | BOY |
| EOY | 1450310 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (2 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | AmountAmount |
|---|---|---|---|
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||
| 042103881 | 3 | 1 | $0 |
| PRESIDENT & FELLOWS OF HARVARD COLLEGE | |||
| 042103580 | 2 | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 2 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1607738 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 116954 | InvestmentEarningsOrLosses |
| Other Expenditures | 129315 | OtherExpenditures |
| End Of Year Balance | 1595377 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2208131 | BeginningOfYearBalance |
| Contributions | 9456 | Contributions |
| Investment Earnings Or Losses | -370199 | InvestmentEarningsOrLosses |
| Other Expenditures | 239650 | OtherExpenditures |
| End Of Year Balance | 1607738 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.56290 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.43710 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5589 | OtherCostOrOtherBasis |
| Depreciation | 4909 | Depreciation |
| Book Value | 680 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 63769 | OtherCostOrOtherBasis |
| Depreciation | 49437 | Depreciation |
| Book Value | 14332 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 15012 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CARE GROUP INVESTMENT PARTNERSHIP | Description |
| Book Value | 1083219 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1083219 | TotalOfBookValueSecurities |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TRUST RESIDUARY | Description |
| Book Value | 218000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 218000 | TotalBookValueOtherAssets |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | TEMPORARILY RESTRICTED NET ASSETS AT JUNE 30, 2010 CONSISTED OF THE FOLLOWING: MEDICAL EDUCATION $171,125 TRUST RESIDUARY $218,000 ACCUMULATED ENDOWMENT APPRECIATION $308,252 TOTAL TEMP. RESTRICTED $697,377 PERMANENTLY RESTRICTED NET ASSETS AS OF JUNE 30, 2010 CONSIST OF INVESTMENTS, THE INCOME OF WHICH IS EXPENDABLE TO SUPPORT THE FOLLOWING: EDUCATION TECHNOLOGY $500,000 MEDICAL EDCUATION $398,000 TOTAL PERM. RESTRICTED $898,000 |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | The Institute has evaluated the tax positions taken on returns for open years and those expected to be taken on returns for the year ended June 30, 2010. It is management's belief that such tax positions are more likely than not to be sustained upon examination by tax authorities. Accordingly, no liability for uncertain tax positions has been reflected in these financial statements. Returns for tax years beginning with those filed for the year ended June 30, 2008 are open to examination. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFFREY S FLIER MD | |||||||||||||
| 0 | 545562 | 0 | 9110 | 0 | 0 | 0 | 31410 | 0 | 21770 | 0 | 607852 | 0 | 0 |
| JAMES HURST MD | |||||||||||||
| 0 | 656911 | 0 | 43805 | 0 | 0 | 0 | 38205 | 0 | 12292 | 0 | 751213 | 0 | 0 |
| STUART A ROSENBERG MD | |||||||||||||
| 0 | 574291 | 0 | 121000 | 0 | 42295 | 0 | 45938 | 0 | 15104 | 0 | 798628 | 0 | 0 |
| MARY ANN STEVENSON MD PHD | |||||||||||||
| 0 | 552161 | 0 | 0 | 0 | 30027 | 0 | 45938 | 0 | 21312 | 0 | 649438 | 0 | 0 |
| VIKAS SUKHATME MD PHD | |||||||||||||
| 0 | 422772 | 0 | 52500 | 0 | 35385 | 0 | 37598 | 0 | 13720 | 0 | 561975 | 0 | 0 |
| MARK ZEIDEL MD | |||||||||||||
| 0 | 646395 | 0 | 0 | 0 | 39002 | 0 | 44412 | 0 | 15859 | 0 | 745668 | 0 | 0 |
| RICHARD M SCHWARTZSTEIN MD | |||||||||||||
| 4651 | 367449 | 440 | 34741 | 254 | 20034 | 367 | 29032 | 266 | 21046 | 5978 | 472302 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 8b | MINUTES ARE DOCUMENTED FOR THE BOARD OF TRUSTEE MEETINGS. HOWEVER, THERE IS NO COMMITTEE THAT HAS THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. | |
| Form 990, Part VI, Section B, line 11 | THE FORM 990 IS REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR PRIOR TO FILING. | |
| Form 990, Part VI, Section B, line 12c | THE INSTITUTE FOLLOWS THE BETH ISRAEL DEACONESS MEDICAL CENTER CONFLICT OF INTEREST POLICY. IN ADHERENCE TO THE BIDMC CONFLICT OF INTEREST POLICY, FULL DISCLOSURE IS REQUIRED OF ALL EMPLOYEES AND TRUSTEES TO DETECT POTENTIAL CONFLICTS ON AN ANNUAL BASIS. THE EXECUTIVE DIRECTOR OF THE INSTITUTE MONITORS AND ENFORCES THIS POLICY. | |
| Form 990, Part VI, Section B, line 15 | THE BOARD OF TRUSTEES OF THE INSTITUTE SETS THE EXECUTIVE DIRECTOR'S COMPENSATION. THE COMPENSATION AMOUNTS FOR ALL OTHER STAFF PERSONS OF THE INSTITUTE ARE LEFT TO THE DISCRETION OF THE EXECUTIVE DIRECTOR BY THE BOARD OF TRUSTEES. | |
| Form 990, Part VI, Section C, line 19 | ALL APPLICABLE DOCUMENTS ARE AVAILABLE FROM THE ORGANIZATION UPON WRITTEN REQUEST. | |
| FORM 990 PART XI LINE 2C | THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. | AUDIT COMMITTEE |
| FORM 990 PAGE 1 ITEM J | www.bidmc.org/MedicalEducation/CarlJ,-d-,ShapiroInstituteforEducation andResearch.aspx | WEBSITE ADDRESS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||||
| 330 BROOKLINE AVE | BOSTON | MA | 02215 | 042103881 | OPERATION OF A HOSPITAL | MA | 501(c)(3) | LINE 3 | N/A |
| PRESIDENT & FELLOWS OF HARVARD COLLEGE | |||||||||
| MASSACHUSETTS HALL | CAMBRIDGE | MA | 02138 | 042103580 | OPERATION OF A COLLEGE | MA | 501(c)(3) | LINE 2 | N/A |
| HARVARD MEDICAL FACULTY PHYSICIANS AT BIDMC | |||||||||
| 375 LONGWOOD AVE | BOSTON | MA | 02215 | 222768204 | PROVIDE GENERAL AND SPECIALIZED MEDICAL SERVICES TO THE PATIENTS OF BIDMC | MA | 501(c)(3) | LINE 9 | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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